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Showing 1 - 10 of 11 results for "Santi Burridge"

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... have used its questionnaire that it infringed Astute's copyright and to cease providing the questionnaire. Santi Burridge launched Lumiant in February as a platform helping advisers deliver goals-based advice. It closed a round of funding on June ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... more time with clients and deepen their client relationships. Chief executive of corporate development for IPL Santi Burridge said he is delighted that IPL has been added to the Wealth Today APL. "Forward thinking dealer groups are increasingly seeing ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... being limited to a one-platform only solution." Implemented Portfolios' chief executive of corporate development Santi Burridge welcomed the agreement. "Lawrence Wealth is a leading firm in the Perth advice market that has had the opportunity to look ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... capabilities in Perth and nationally," Implemented Portfolios founder and chief executive, corporate development Santi Burridge said. "The Perth area is one of our fastest growing regions, so it made sense to open up a local presence to service our expanding ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... both the client and our business." Implemented Portfolios co-founder and chief executive, corporate development, Santi Burridge said the company is thrilled to have been selected by a firm like Collins SBA. "The fact that Collins SBA also has a large ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... attendance also heard from Watershed's Adrian Rowley on the role managed accounts play in navigating volatile markets, Santi Burridge from Implemented Portfolios on using managed accounts to build a sustainable advice business, and further panel discussions ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts Forum in Melbourne, Burridge encouraged delegates to dismiss the ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... advisers we will continue to successfully offer our world class dynamic asset allocation service and structure," said Santi Burridge, chief executive, corporate development at Implemented Portfolios. "But for those advisers for whom investment management ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... relationship with MyPlanner Australia." In addition to Kirk's appointment, Implemented Portfolios managing director Santi Burridge has taken on the more specialised role of chief executive, corporate development. At the same time, former BlackRock managing ...

Centuria launches tax efficient investment bond

MARK SMITH  |  TUESDAY, 2 DEC 2014
... Implemented Portfolios uses ETFs to manage risk in the portfolio at a low cost. The company's managing director Santi Burridge said: "Our focus on asset allocation as the driver of investment returns means that we do not expose investors to the risk ...
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